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TR292 -1 IRA Cover indd - Principal Trust Company

TR292 -1 IRA Cover indd - Principal Trust Company 2025

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The document is an Application Booklet for various types of Individual Retirement Accounts (IRAs) including Traditional, Roth, Rollover, and SEP IRAs offered by Delaware Charter Guarantee & Trust Company, also known as Principal Trust Company. It includes detailed sections on privacy notices, application procedures, rollover certifications, trust agreements, disclosure statements for different IRA types, and a schedule of trustee fees. The booklet outlines the rules and regulations governing contributions, distributions, beneficiary designations, and investment responsibilities associated with these retirement accounts.

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